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Services & Process

Your business is unique, so your bookkeeping services should be too. Prior to working with my clients, I meet to establish the best services required to meet your specific needs.

Services I Offer

Monthly General Support

As the key to successful bookkeeping is consistency and accuracy, I offer recurring monthly services that cover the bookkeeping basics for your business. ​

  • Reconcile your bank and credit card accounts

  • Produce A/P and A/R Aging reports

  • Produce a Balance Sheet and Income Statement

Medical Specialized Bookkeeping

As a specialist in bookkeeping within the medical industry, I understand the ins and outs of healthcare facility finances and standard practice ecosystems. I work seamlessly with front office teams to facilitate general ledger management and accounts payable and receivable, while being compliant with medical industry bookkeeping specifications.

Payroll Management

Your time is valuable and peace of mind is priceless. Outsourcing your payroll management will save you time and ensure greater accuracy and efficiency of your company's payroll program and organization. In your predetermined payroll schedule and from your payroll company's regularly populated reports, I will updated your Quickbooks account to reflect your payroll changes.

Accounts Payable

Maintaining positive relationships with vendors is important and staying organized with regard to your accounts payable is a helpful way to do so. I will enter bills that you receive from vendors. On a schedule that you set, I can prepare the payments for you through your banks billpay system or through bill.com.

Accounts Recievable

Feeling confident about your cash flow and the organization of your accounts receivable leads to a more accurate financial picture for your business. As your accounts receivable manager, I will download your monthly deposits in your Quickbooks ecosystem and allocate them to the correct income accounts. 

Pen and folders

How Virtual Bookkeeping Works.

Of the many benefits of outsourcing your bookkeeping services, the ease of virtual services is among the best. You can email me your statements or share them via Dropbox or another file sharing service. I will processes them each month keeping your books up to date and accurate – virtually.

Why is Bookkeeping Important?

Clearly understand your financial picture.

 

As a business owner it is important for you to know at any given point in time who owes you money and what bills are outstanding so you can make sound business decisions.

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Pricing Plans

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